• Home
  • Insights
  • #TVLawyer Episode 5: Exploring The Intricacies of Probate Sales & Transfers

#TVLawyer Episode 5: Exploring The Intricacies of Probate Sales & Transfers

1 min read
Photo of Melinda Giles
Melinda Giles

Managing Partner

Podcast 05 Header

In the fifth episode of the #TVLawyer Podcast, Melinda Giles talks to Giles Wilson Associate and integral member of our Private Client department Demi Trunks about the complexities of probate sales and transfers.

The responsibility of managing a loved one’s property on behalf of their estate is a great honour. But without proper legal guidance, things can go wrong that leave executors personally liable. 

As knowledgeable members of Giles Wilson's Private Client team, Melinda Giles and Demi Trunks talk about how they guide executors through the complexities of probate sales and transfers, and the ways they work to protect the wishes of loved ones and their beneficiaries.

In this episode, they discuss:

  • What to think about when selling a probate property

  • The importance of getting an accurate house valuation

  • What Inheritance Tax is and when it must be considered during a sale

  • Capital Gains Tax and what can be done to minimise these fees

  • The value of professional legal advice throughout this process

  • Common disputes that can arise between executors, and how to address them

  • How executors can legally decide to let out a probate property

  • Dynamics to consider with probate sales and merged families

  • What the Declaration of Trust is and why it is so powerful for joint homeowners

Listen to their thoughts on these topics and much more – watch Episode 5 of the #TVLawyer podcast now on YouTube.

Similar articles

Fully regulated to give you assurance with every step

When to report a solicitor to the SRA

If you have complained to your solicitor about breaching the SRA Code of Conduct and are not satisfied with their response, you can report them to the SRA. Examples of a breach include:

  • Dishonesty
  • Fraud
  • Discrimination

When to contact the Legal Ombudsman

If you have complained to your solicitor about poor service and you are not satisfied with their response, you can contact the Legal Ombudsman who deal with poor service, such as:

  • Delayed or unclear communication
  • Problems with your bill
  • Loss of documents